Chapter 81 Mark

Mark is a new tool that adds power and convenience for updating records:

• update locked records, such as paid invoices
• select records to update with ctrl-click, command-click, shift-click, select-all
• click Mark button to show the menu of choices, like Sent, Closed, etc.


Mark Invoices

Mark lets you mark invoices as Sent, quickly. Command-click or Shift-click to select Invoices you want to change. Then click Mark and select Sent.

This Solution will provide details. (7027)


Unlock Unmark

Mark lets you mark invoices as Sent. The option to mark them as Unsent is hidden. To use Unsent, turn on Unlock Unmark in your Employee card, Access tab.

This Solution provides details. (7050)


Mark Deposit

Mark lets you mark items for Deposit using a Cash Drawer. To use this feature you must be using Stores.

This Solution provides details. (7057)


Mark Shipped

Mark Shipped lets you enter Tracking, which is normally entered by your connection to UPS or FedEx. It sets Shipping Status to "Shipped" and sets Tracking to the entry provided. This information is used for Notify features, which automatically send these entries to your customer. (7138)


Mark Closed

Closed finalizes an order, cancelling any open items, and locking it to prevent changes.

Big Business 13 adds a new Closed option in the Mark menu on Orders. This lets you change a batch of orders at once. Shift-click to select a range and click Mark, Closed.


Mark Unclosed

Orders can be un-closed using Mark, UnClosed. If a Placed, Partial, or Filled order was previously Closed. it will return to being Placed, Partial, or Filled.

Unclosed requires permission to edit locked records as described below. (7201)